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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-30 |
Branch Locations
4675 Macarthur Court Suite 450, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Newport Beach | CA | 01/2026 | Present |
| Whittier Trust Company | Newport Beach | CA | 09/2023 | 02/2026 |
| Ph Partners | Austin | TX | 05/2022 | 07/2023 |
| University Of Mississippi | Oxford | MS | 08/2020 | 05/2023 |
| Whisper Rock Golf Club | Scottsdale | AZ | 08/2019 | 04/2020 |
| University Of Nevada, Reno | Reno | NV | 08/2016 | 08/2019 |
| Unemployed | Reno | NV | 04/2020 | 08/2020 |
| Unemployed | Reno | NV | 07/2023 | 09/2023 |
| Raymond James Financial Services Advisors, Inc | Newport Beach | CA | 03/2026 | Present |
(1) Name of Business: YHC Wealth Management Address: 4675 MacArthur Ct Ste 450, Newport Beach, CA, 92660-1823, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/17/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisory and Business Development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
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